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@PhilippMattheis @luebberding RT von @PhilippMattheis 28.02 06:48
Mitten in den Verhandlungen beginnt Netanjahu den Angriffskrieg gegen den Iran. Es ist das gleiche Muster wie im vergangenen Jahr.
@PhilippMattheis @KobeissiLetter RT von @PhilippMattheis 27.02 14:21
BREAKING: Sam Altman and OpenAI are working on a deal between Anthropic and the US Pentagon, per WSJ. This comes just hours after Anthropic rejected US Defense Secretary Hegseth's "final offer." Anthropic continues to state that their platform should not be used for mass surveillance of Americans and autonomous weapons. The US seeks unrestricted use.
@PhilippMattheis @KobeissiLetter RT von @PhilippMattheis 27.02 13:44
BREAKING: January PPI inflation comes in at 2.9%, above expectations of 2.6%. Core PPI inflation unexpectedly rises to 3.6%, above expectations of 3.0%. Core PPI inflation is now at its highest level since July 2025. PPI inflation is running hotter than expected.
@PhilippMattheis @Sino_Market RT von @PhilippMattheis 27.02 13:27
📈COMEX SILVER FUTURES BREAK $92/OUNCE, UP 5.04% INTRADAY #SILVER $XAGUSD $XAG $SLV (https://mktnews.com/flashDetail.html?id=019c9f44-c768-7ddd-905f-f0672690b2c6)
@PhilippMattheis 27.02 09:43
‘Es gibt Rote, Linke und Grüne’
@PhilippMattheis 27.02 03:00
👏
@PhilippMattheis @LynAldenContact RT von @PhilippMattheis 27.02 01:52
From the statement:
@PhilippMattheis @MooreDividends RT von @PhilippMattheis 26.02 23:13
Crazy
@PhilippMattheis @zerohedge RT von @PhilippMattheis 26.02 22:58
When people talk about the "Emerging Market meltup", it's really just Korea (Japan's Weimar moment is entertaining too), where EPS are projected to rise 75% in 2026 because of two memory names: Samsung and SK Hynix. In other words, the EM trade is just a bet no DRAM price drop.
@PhilippMattheis @NickSzabo4 RT von @PhilippMattheis 26.02 21:54
It seems Jane Street may have had a long-standing culture that essentially trained crypto scammers, and perhaps also concocted and ran some of the scams themselves. Terra/Luna was a jenga tower waiting for somebody to topple it, and it may have been Jane Street that figured out how to do it. If crypto is not strong and secure against such things, it provides little or no benefit over traditional finance, so I'm not going to cry about this, and perhaps it should even be applauded. The alleged Bitcoin ETF market making + "10 am" selling with that liquidity sounds like a considerably more problematic conflict of interest. "Negligent" might be a good way to describe the ETFs who naively trusted Jane Street with this function. Now the once-hot crypto ETFs are draining because of an understandable reduction in trust, not in the coins themselves, but in the way Wall Street "makes markets" for buying and selling them. In finance "everyone is a scammer" -- and you should stop blindly trusting scammers. That is why Bitcoin OGs have long said, "Not your keys, not your coins," "don't trust, verify", and even "trusted third parties are security holes." And when "the market" is so dependent on trusting strangers, especially strangers who still don't actually understand or like Bitcoin all that much, it's also not your "market price." https://x.com/1914ad/status/2026757796390449382
@PhilippMattheis @SHomburg RT von @PhilippMattheis 26.02 13:38
Wirklich interessant, wie sich SPD-Accounts unfreiwillig outen. Jahrelang war's still, aber wegen meiner Recherche zu Epstein und Sigl-Glöckner feuern sie jetzt aus allen Rohren.
@PhilippMattheis @alexbward RT von @PhilippMattheis 26.02 12:18
Here the demands US brought to Iran in Geneva: 1) Destroy all 3 nuclear sites: Fordow, Natanz, Isfahan 2) Deliver all enriched uranium to US 3) No sunset clauses 4) Zero enrichment, but can keep Tehran reactor 5) Minimal sanctions relief up front; more if Iran compliant
@PhilippMattheis @SHomburg RT von @PhilippMattheis 26.02 11:33
WEF-Boss tritt wegen Epstein zurück! https://www.nzz.ch/wirtschaft/nach-epstein-enthuellungen-boerge-brende-tritt-als-wef-chef-zurueck-ld.1926767
@PhilippMattheis 26.02 07:50
🙏🙏
@PhilippMattheis @TichysEinblick RT von @PhilippMattheis 26.02 06:13
Wie muss ein Portfolio strukturiert sein, um von der bevorstehenden KI-Revolution zu profitieren? Tichys Börsenwecker mit @PhilippMattheis wirft heute einen Blick auf mögliche Strategien. https://www.tichyseinblick.de/podcast/tichys-boersenwecker-am-26-februar-2026/
@PhilippMattheis 26.02 05:48
Pinned: #JaneStreet hat nicht nur über Wochen den Preis von #Bitcoin manipuliert, sondern wohl auch den Crash von TerraLuna verursacht. Für Paid-Abonnenten: https://blingbling.substack.com/p/wie-der-bitcoin-kurs-manipuliert
@PhilippMattheis @markgadala RT von @PhilippMattheis 26.02 02:39
A Bloomberg Terminal costs $24,000 a year. Someone just recreated one using Perplexity Computer for $200 a month. Bloomberg's moat was never the data, that's increasingly commoditized. It was the interface: thousands of keyboard shortcuts, proprietary screens, and muscle memory that finance professionals spent years learning. The switching cost wasn't price, it was retraining. AI agents collapse that moat. If Computer can replicate the interface and pull equivalent data from public sources, the only remaining lock-in is the chat network and real-time feeds. One is a social product. The other is a licensing negotiation. Bloomberg did $12.6 billion in revenue last year selling terminals. The first credible open-source alternative just got built in an afternoon.
@PhilippMattheis @TheBTCTherapist RT von @PhilippMattheis 26.02 01:16
Bitcoin pumps +5% after a -50% drawdown Me:
@PhilippMattheis @1914ad RT von @PhilippMattheis 25.02 20:34
x.com/i/article/202673545302…
@PhilippMattheis @beffjezos RT von @PhilippMattheis 25.02 19:34
We're going to replace bullshit jobs with 1000x more entrepreneurship and startups, the future is going to be awesome
@PhilippMattheis @TylerDurden RT von @PhilippMattheis 25.02 15:47
Cryptocurrency if Jane Street didn’t exist.
@PhilippMattheis @KobeissiLetter RT von @PhilippMattheis 25.02 13:37
BREAKING: Global broad money supply surged +$13.6 trillion YoY, or +10.4%, in December 2025, to a record $144 trillion. This marks the 3rd consecutive monthly acceleration in growth. Since 2000, global money supply has risen +$118 trillion, a +7.0% compounded annual growth rate over 25 years. Since the 2020 pandemic alone, money supply has surged +$44 trillion, or +44%. The fastest increase over this period was recorded in February 2021, at +18.7%. Global money creation has never moved this fast outside of a crisis.
@PhilippMattheis @studentofcycles RT von @PhilippMattheis 25.02 11:08
Wir brauchen kein neues Heizungsgesetz, sondern müssen das bestehende lediglich abschaffen. Wir ertrinken in Bürokratie und Gesetzen. Jeder Deutsche sollte in der Lage sein, sein Haus ohne staatliche Vorgaben beheizen zu können. So schlecht ist unser Schulsystem noch nicht…
@PhilippMattheis @zac1967 RT von @PhilippMattheis 25.02 06:19
Es ist ganz einfach dumm, so etwas zu sagen...
@PhilippMattheis @SHomburg RT von @PhilippMattheis 25.02 06:14
1. Gestern hat die US-Justiz Material zu Sigl-Glöckner gelöscht, etwa ihre Platzierung beim BMF, „um der Spur des Geldes zu folgen” (EFTA00929414.pdf). 2. Das Dokument ist aber im Webarchiv: https://web.archive.org/web/20260131153620/https://www.justice.gov/epstein/files/DataSet%209/EFTA00929414.pdf 3. Link zu meiner neuen Sendung: https://youtu.be/_vV7SWDv1zs Hintergrund: Weil das Gesetz anordnet, nur Opfernamen zu schwärzen, verstehe ich nicht, warum Trump die Täter schützt. Seine Anhänger toben. Selbst da, wo es nicht um Kindesmissbrauch geht, sondern um Insidergeschäfte oder Pandemiedeals, sind Texte und Teilnehmer oft geschwärzt. Die Hälfte der Dokumente wurde nie veröffentlicht, und andere verschwinden nach kurzer Zeit.
@PhilippMattheis 25.02 03:42
wow #hettich #EpsteinFiles
@PhilippMattheis @zerohedge RT von @PhilippMattheis 25.02 02:47
Korea doing its thing
@PhilippMattheis @real_vijay RT von @PhilippMattheis 25.02 01:37
Feels like the mother of all short squeezes is coming
@PhilippMattheis @AshCrypto RT von @PhilippMattheis 25.02 01:18
Yesterday Jane Street got sued. Today the 10 AM manipulation stopped, Bitcoin and ETH started pumping again.
@PhilippMattheis 25.02 00:25
Unbedingt lesen👇 #bitcoin
@PhilippMattheis 24.02 23:28
Glückwunsch, @punktpreradovic !
@PhilippMattheis @KobeissiLetter RT von @PhilippMattheis 24.02 23:08
China has never held so much gold: China’s gold reserves surged +15.7% MoM in January, to a record $369.6 billion. This marks the 8th consecutive monthly increase. Since October 2022, China’s gold reserves have risen +$266.9 billion, or +260%. This comes as the country’s total gold holdings rose to a record 2,308 tonnes last month. The People's Bank of China has now acquired gold for 15 consecutive months. China’s gold rush is unprecedented.
@PhilippMattheis @zerohedge RT von @PhilippMattheis 24.02 20:59
For the first time in 2 months, a full day of bitcoin trading without a "motivated seller" taking out the entire bidstack in one trade to crush momentum. Amazing how that works
@PhilippMattheis @Chilearmy123 RT von @PhilippMattheis 24.02 16:57
Every person after reading the Citrini article be like
@PhilippMattheis @River RT von @PhilippMattheis 24.02 15:44
x.com/i/article/202631300701…
@PhilippMattheis 24.02 12:46
4 Jahre = ca. 500.000 Tote
@PhilippMattheis @vtchakarova RT von @PhilippMattheis 24.02 12:18
February isn’t over yet. 👇
@PhilippMattheis @AndreasSteno RT von @PhilippMattheis 24.02 12:17
x.com/i/article/202626896876…
@PhilippMattheis 24.02 08:56
Übrigens: Seit Anfang des Jahres moderiere ich den #Börsenwecker auf @TichysEinblick. Schaut mal vorbei und lasst ein Abo da, kostet nix und macht Spaß.
@PhilippMattheis @TichysEinblick RT von @PhilippMattheis 24.02 08:54
Bundeskanzler Merz trifft heute in China ein. Noch vor wenigen Jahren hätte ein deutsches Staatsoberhaupt dort viel erreichen können. Mittlerweile aber haben sich die Rollen von Koch und Kellner gedreht. Der TE-Börsenwecker mit @PhilippMattheis https://www.tichyseinblick.de/podcast/tichys-boersenwecker-am-24-februar-2026/
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